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Midas Edge

LPL Financial Holdings Inc.

For the period ended Jun 30, 2025. Filed Aug 4, 2025.

View on SEC.gov

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2025 · Filed Aug 4, 2025

LPLA$308.51+1.0%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits
Contents

Condensed Consolidated Statements of Stockholders’ Equity (unaudited)

Condensed Consolidated Statements of Stockholders’ Equity

(In thousands)

Three Months Ended June 30, 2024
AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity
Common Stock · Treasury Stock
Shares · Amount · Shares · Amount
BALANCE — March 31, 2024130,705$131$2,016,66655,999$(4,101,055)$4,354,139$2,269,881
Net income—————243,800243,800
Issuance of common stock to settle restricted stock units15——6(1,589)—(1,589)
Treasury stock purchases———————
Cash dividends on common stock - $0.30 per share—————(22,422)(22,422)
Stock option exercises and other27—901(20)6893,4385,028
Share-based compensation——20,649———20,649
BALANCE — June 30, 2024130,747$131$2,038,21655,985$(4,101,955)$4,578,955$2,515,347
Three Months Ended June 30, 2025
AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity
Common Stock · Treasury Stock
Shares · Amount · Shares · Amount
BALANCE — March 31, 2025131,195$131$2,089,15556,611$(4,331,582)$5,366,079$3,123,783
Net income—————273,249273,249
Issuance of common stock to settle restricted stock units25——3(1,475)—(1,475)
Treasury stock purchases————240—240
Cash dividends on common stock - $0.30 per share—————(23,998)(23,998)
Stock option exercises and other(8)—316(15)5424,2165,074
Share-based compensation——20,322———20,322
Equity issuance5,39151,677,216———1,677,221
BALANCE — June 30, 2025136,603$136$3,787,00956,599$(4,332,275)$5,619,546$5,074,416
Six Months Ended June 30, 2024
AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity
Common Stock · Treasury Stock
Shares · Amount · Shares · Amount
BALANCE — December 31, 2023130,233$130$1,987,68455,577$(3,993,949)$4,085,114$2,078,979
Net income—————532,564532,564
Issuance of common stock to settle restricted stock units368——150(39,318)—(39,318)
Treasury stock purchases———296(70,005)—(70,005)
Cash dividends on common stock - $0.60 per share—————(44,833)(44,833)
Stock option exercises and other14616,548(38)1,3176,11013,976
Share-based compensation——43,984———43,984
BALANCE — June 30, 2024130,747$131$2,038,21655,985$(4,101,955)$4,578,955$2,515,347
Six Months Ended June 30, 2025
AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity
Common Stock · Treasury Stock
Shares · Amount · Shares · Amount
BALANCE — December 31, 2024130,915$131$2,066,26856,254$(4,202,322)$5,066,525$2,930,602
Net income—————591,822591,822
Issuance of common stock to settle restricted stock units237——86(31,001)—(31,001)
Treasury stock purchases———289(100,004)—(100,004)
Cash dividends on common stock - $0.60 per share—————(46,390)(46,390)
Stock option exercises and other60—3,955(30)1,0527,58912,596
Share-based compensation——39,570———39,570
Equity issuance5,39151,677,216———1,677,221
BALANCE — June 30, 2025136,603$136$3,787,00956,599$(4,332,275)$5,619,546$5,074,416
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.